Effectdossier · gearchiveerd kwartaal
MLN
naam in afwachting van profielverwerking
33Gevolgde houders
-1Δ houders
21.59MGehouden aandelen
$376.46MGerapporteerde waarde
+2Nieuwe posities
−3Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders -2.9% ·
aandelenstroom +8.6% ·
netto nieuwe posities -3.0%
— formule
Geconcentreerde accumulatie — stijgende aandelen bij minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 34 | +2 | 21.71M | $385.97M | +3 | −1 |
| Q1 2026 | 33 | -1 | 21.59M | $376.46M | +2 | −3 |
| Q4 2025 | 34 | -1 | 19.87M | $348.43M | — | −1 |
| Q3 2025 | 6 | +1 | 2.95M | $51.52M | +1 | — |
| Q2 2025 | 3 | 0 | 43.86K | $740,842 | — | — |
| Q1 2025 | 1 | 0 | 17.31K | $300,969 | — | — |
| Q4 2024 | 1 | +1 | 8.31K | $148,601 | +1 | — |
Wie het bezit · Q1 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 7.41M | +27.2% | $129.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 3.33M | +7.6% | $58.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 3.33M | +7.6% | $58.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | LPL Financial LLC | 2.43M | +25.8% | $42.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Raymond James Financial Inc | 1.58M | -24.5% | $27.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Raymond James Financial Inc | 1.58M | -24.5% | $27.48M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Bank of New York Mellon Corp | 1.48M | +2.9% | $25.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank of New York Mellon Corp | 1.48M | +2.9% | $25.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank of New York Mellon Corp | 1.48M | +2.9% | $25.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank of New York Mellon Corp | 1.48M | +2.9% | $25.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 1.48M | +2.9% | $25.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 854.39K | +166.0% | $14.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 854.39K | +166.0% | $14.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 764.56K | -0.9% | $13.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | HighTower Advisors, LLC | 729.65K | -28.3% | $12.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 483.79K | +30.5% | $8.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 452.97K | -8.5% | $7.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Cetera Investment Advisers | 354.71K | +8.5% | $6.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Stifel Financial Corp | 288.81K | +2.6% | $5.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Stifel Financial Corp | 288.81K | +2.6% | $5.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Jane Street Group, Llc | 234.03K | -1.1% | $4.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 182.03K | +81.3% | $3.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Jones Financial Companies Lllp | 163.06K | +38.1% | $2.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | UBS Group AG | 160.68K | +1347.1% | $2.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Truist Financial Corp | 137.93K | -5.3% | $2.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Wealth Enhancement Advisory… | 102.95K | +129.9% | $1.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Commonwealth Equity Services, Llc | 96.19K | -0.5% | $1.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Fifth Third Bancorp | 63.49K | +407.9% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 57.59K | -64.1% | $1.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 57.59K | -64.1% | $1.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Royal Bank Of Canada | 52.55K | -0.9% | $917,000 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Rockefeller Capital Management L.P. | 46.97K | +36.2% | $819,197 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Osaic Holdings, Inc. | 36.00K | -13.0% | $627,788 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Osaic Holdings, Inc. | 36.00K | -13.0% | $627,788 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Charles Schwab Investment… | 34.12K | +47.5% | $595,140 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | UBS AM, a distinct business unit of… | 32.23K | -19.9% | $562,091 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Quantinno Capital Management LP | 20.04K | Nieuw | $349,567 | 0.0% | New | 1 | SEC ↗ |
| 38 | BlackRock ✦ (passief) | 13.02K | -4.0% | $226,999 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 2.35K | +14.7% | $40,888 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 1.59K | 0.0% | $27,747 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Cwm, Llc | 1.57K | +0.6% | $27,331 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 790 | -0.1% | $13,778 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Assetmark, Inc | 28 | Nieuw | $488 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Quantinno Capital Management… | $349,567 | 0.0% |
| Assetmark, Inc | $488 | 0.0% |
Verlaten
| Wellington Management | $13.38M | was 0.0% |
| Susquehanna International… | $265,945 | was 0.0% |
| Bnp Paribas Financial Markets | $771 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 133 houders, 35.54M aandelen, $605.46M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q1 2026 ·
Methodologie ·
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